Number of Shares
220,398.00
Current Holdings Value*
$12.95 Mil
% of Portfolio
10.59%
Total Estimate Gain
$69,736.75
% of Total Estimate Gain
0.35%

GEN Financial Management, INC.'s Vanguard Short-Term Government Bond ETF Holding Summary

As of 2025-06-30, GEN Financial Management, INC. held 220,398.00 shares of Vanguard Short-Term Government Bond ETF(VGSH), totaling $12.95 Mil. This investment constitutes 10.59% of their stock portfolio, and GEN Financial Management, INC. now holds 0.06% of the outstanding Vanguard Short-Term Government Bond ETF(VGSH) stock.

The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $58.57 for 116,521.00 shares. Based on historical transaction data and VGSH's current price of $58.55, GEN Financial Management, INC.'s estimated gain on his VGSH holdings is $69,736.75, reflecting a 0.35% gain to date.

GEN Financial Management, INC. VGSH ($58.55) Holding Chart

GEN Financial Management, INC. VGSH ($58.55) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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